THE ROBERT A. WELCH FOUNDATION DEFINED BENEFIT RETIREMENT PLAN 401k Plan overview

THE ROBERT A. WELCH FOUNDATION DEFINED BENEFIT RETIREMENT PLAN Benefits

401k Sponsoring company profile

Company Name:	THE ROBERT A. WELCH FOUNDATION
Employer identification number (EIN):	760343128
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE ROBERT A. WELCH FOUNDATION

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1991-06-24
Company Identification Number:	0119714701
Legal Registered Office Address:	1717 WEST LOOP S STE 1661 HOUSTON United States of America (USA) 77027

More information about THE ROBERT A. WELCH FOUNDATION

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2017-01-01	RON PAGE	2018-05-31
002	2016-01-01	RON PAGE	2017-08-02
002	2015-01-01	RON PAGE	2016-06-02	NORBERT DITTRICH	2016-06-02
002	2014-01-01	RON PAGE	2015-07-24	NORBERT DITTRICH	2015-07-24
002	2013-01-01	RON PAGE	2014-06-27	NORBERT DITTRICH	2014-06-27
002	2012-01-01	RON PAGE	2013-05-30	NORBERT DITTRICH	2013-05-30
002	2011-01-01	RON PAGE	2012-07-13	NORBERT DITTRICH	2012-07-13
002	2010-01-01	RON PAGE	2011-07-14	NORBERT DITTRICH	2011-07-14

Plan Statistics for THE ROBERT A. WELCH FOUNDATION DEFINED BENEFIT RETIREMENT PLAN

Measure	Date	Value
2016: THE ROBERT A. WELCH FOUNDATION DEFINED BENEFIT RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	6,072,615
Acturial value of plan assets	2016-12-31	6,072,615
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	67,256
Number of terminated vested participants	2016-12-31	6
Fundng target for terminated vested participants	2016-12-31	271,585
Active participant vested funding target	2016-12-31	3,747,229
Number of active participants	2016-12-31	8
Total funding liabilities for active participants	2016-12-31	3,747,229
Total participant count	2016-12-31	15
Total funding target for all participants	2016-12-31	4,086,070
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	0
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	-1,986,545
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Potentially related plans

• THE ROBERTS MOTOR COMPANY RETIREMENT PLAN [EIN = 930266530]
• THE ROBERTS GROUP, PSC PROFIT SHARING PLAN [EIN = 611168297]
• THE ROBERT ALLEN GROUP 401(K) SAVINGS PLAN [EIN = 042928435]
• THE ROBERTS COMPANY HEALTH AND WELFARE PLAN [EIN = 262311706]
• THE ROBERT F. ENZENBERGER PROFIT SHARING PLAN AND TRUST [EIN = 880512806]
• THE ROBERT D. OLSON CORPORATION 401(K) PROFIT SHARING PLAN [EIN = 330054711]
• THE ROBERT ALLEN GROUP HEALTH PLAN [EIN = 042928435]
• THE ROBERT STERLING CLARK FOUNDATION TAX DEFERRED ANNUITY PLAN [EIN = 131957792]
• THE ROBERT G. ZIRSCHKY, M.D. PROFIT SHARING 401(K) PLAN [EIN = 931011344]
• THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN [EIN = 520809087]
• THE ROBERTS SUPPLY, INC. 401(K) PLAN [EIN = 591320461]
• THE ROBERTSON GROUP, LLC 401(K) PLAN [EIN = 870755846]
• THE ROBERT A. TOIGO FOUNDATION 401K PLAN [EIN = 133565420]
• THE ROBERTSON MECHANICAL & ELECTRICAL COMPANY INC. 401(K) PLAN [EIN = 611244209]
• THE ROBERTS GROUP LLC 401K PLAN [EIN = 510425381]
• THE ROBERTS LAW GROUP, PLLC 401K/NEW COMPARABILITY PLAN [EIN = 061701395]
• THE ROBERT F. MURPHY PROFIT SHARING PLAN [EIN = 043355919]
• THE ROBERT PLAN CORPORATION RETIREMENT SAVINGS PLAN [EIN = 112860836]
• THE ROBERTS LAW FIRM PROFIT SHARING PLAN AND TRUST [EIN = 561087053]
• THE ROBERTS GROUP CORPORATION 401(K) PLAN [EIN = 352079400]
• THE ROBERT HENRY CORPORATION 401(K) PROFIT SHARING PLAN [EIN = 351326612]
• THE ROBERT FEASTER CORP. DAVIS BACON PLAN [EIN = 232396996]
• THE ROBERTS CONSTRUCTION GROUP 401(K) PROFIT SHARING PLAN & TRU [EIN = 364218856]
• THE ROBERTS GROUP, INC. 401(K) PROFIT SHARING PLAN [EIN = 391596095]
• THE ROBERT PAUL JONES COMPANY 401 K PROFIT SHARING PLAN TRUST [EIN = 471442433]
• THE ROBERT FRANCES GROUP 401K PLAN [EIN = 061477192]
• THE ROBERT T KARNS RETIREMENT PLAN [EIN = 050462599]
• THE ROBERTSON MECHANICAL & ELECTRICAL CO., INC. CASH BALANCE PLAN [EIN = 611244209]
• THE ROBERTSON GROUP, LLC DEFINED BENEFIT PLAN [EIN = 870755846]
• THE ROBERTS AGENCY, INC. 401(K) PROFIT SHARING PLAN [EIN = 060767914]
• THE ROBERT TALBOTT, INC. ANTHEM GROUP HEALTH PLAN [EIN = 941210127]
• THE ROBERT G. ZIRSCHKY, M.D. MONEY PURCHASE PENSION PLAN [EIN = 931011344]
• THE ROBERTS COMPANY 401(K) RETIREMENT PLAN [EIN = 262311706]
• THE ROBERT TALBOTT, INC. DENTAL PLAN [EIN = 941210137]
• THE ROBERT TALBOTT, INC. GROUP MEDICAL PLAN [EIN = 941210137]
• THE ROBERT ANDERSON GROUP, INC. [EIN = 474357410]
• THE ROBERTSON GROUP, LLC 401(K) PLAN [EIN = 814923326]
• THE ROBERT HENRY CORPORATION DEFINED BENEFIT PLAN [EIN = 351326612]
• THE ROBERT TALBOTT, INC. ANTHEM GROUP HEALTH PLAN [EIN = 941210137]
• THE ROBERT J. PLUNKETT, JR. PENSION PLAN [EIN = 042936128]
• THE ROBERT M. SIEGEL, M.D., P.C. PREMIUM ONLY PLAN [EIN = 860629520]
• THE ROBERTS LAW FIRM 401(K) PROFIT SHARING PLAN [EIN = 752590928]
• THE ROBERTSON-CECO SAVINGS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES [EIN = 363479146]
• THE ROBERT THORNE COMPANY 401(K) PROFIT SHARING PLAN [EIN = 470857997]
• THE ROBERT DORSKY D.M.D. & JAN M. GLADSTONE D.M.D. PROFIT SHARING PLAN [EIN = 222581290]
• THE ROBERT THORNE COMPANY DEFINED BENEFIT PENSION PLAN [EIN = 470857997]
• THE ROBERTS COMPANY 401 (K) RETIREMENT PLAN [EIN = 561285590]
• THE ROBERTS COMPANY 401(K) RETIREMENT PLAN [EIN = 561368984]
• THE ROBERT J. EISENBERG, D.D.S., P.A. MONEY PURCHASE PENSION PLAN [EIN = 592093398]
• THE ROBERTS TAX GROUP, INC. 401K PLAN [EIN = 822826658]
• THE ROBERT LEO GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 900925945]
• THE ROBERTS GROUP PSC CBS BENEFIT PLAN [EIN = 611168297]
• THE ROBERT J GUNTERBERG CHARITABLE FOUNDATION 401K [EIN = 331176987]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping